Schouw & Co A/S Q1 2025 Earnings Call Transcript - Thomson StreetEvents

Schouw & Co A/S Q1 2025 Earnings Call Transcript

Schouw & Co A/S Q1 2025 Earnings Call Transcript - Thomson StreetEvents
Schouw & Co A/S Q1 2025 Earnings Call Transcript
Published May 02, 2025
10 pages (5074 words) — Published May 02, 2025
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Abstract:

Edited Transcript of SCHO.CO earnings conference call or presentation 2-May-25 8:00am GMT

  
Brief Excerpt:

...Welcome to Schouw & Co's Q1 presentation. I will, as usual go through the presentation. And then afterwards, I will open up for questions. Schouw & Co. had in the quarter, a satisfying quarter. We performed well in very difficult times. You could say that somewhat soft development was expected. And we also have to acknowledge that the uncertainty in the business environment, of course, also in one or another way, impacted our businesses. But we came out of the quarter as expected. Our top line was flat with DKK7.9 billion, and EBITDA was as expected, down 13% to DKK565 million. 2024 Q1 was positively impacted from one-offs of around DKK65 million. Our cash flow continued with very good traction and came in with DKK220 million for the quarter. Schouw & Co. continues to evaluate the potential IPO of BioMar. It's likely that the banking syndicate is established in the near future. Of course, the actual business climate needs also to be taken into considerations when one are considering these...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Co A/S
Ticker
SCHO.CO
Time
8:00am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Claus Almer - - Analyst : I'm not muted. Thank you. I do have some questions and I will start off with some specific BioMar questions. So given the Q1 performance, and I know you think this was in line with your own expectations, but margins is down year-over-year at least. Should we expect BioMar to heading for the mid to the lower end of the range? Or how should we think about this?

Question: Claus Almer - - Analyst : Even in the high end of the range?

Question: Claus Almer - - Analyst : Sure. Okay. Then raw materials are coming down. Does that have an impact on your profitability at least compared to last year? Is there anything on the raw material development that is impacting your profitability?

Question: Claus Almer - - Analyst : Right, but -- okay. So then talking about the margins. Margins year-over-year is down when we adjusted the DKK65 million one-offs last year. Maybe you could put some more color on -- above 6% is still very, very positive in a historical perspective, but it's still down versus '24. So what did really happen in the quarter?

Question: Claus Almer - - Analyst : All these, the lower functional feed share down, is there any specific and I only talk about salmon because it's settlement that is seeing lower margins. So why is it down in this quarter?

Question: Claus Almer - - Analyst : Right, Okay. And then just a final one. Chile is down year-over-year on volume. Why is that? And I would have thought -- I would -- that was not the development I would have expected at least. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. MAY 02, 2025 / 8:00AM, SCHO.CO - Q1 2025 Schouw & Co A/S Earnings Call

Question: Claus Almer - - Analyst : And regain contracts written on lower margins? Or is that on unchanged terms?

Question: Claus Almer - - Analyst : Okay, that was all for me. Thank you so much for the answers.

Table Of Contents

Schouw & Co A/S Q4 2024 Earnings Call Transcript – 2025-03-06 – US$ 54.00 – Edited Transcript of SCHO.CO earnings conference call or presentation 6-Mar-25 9:30am GMT

Schouw & Co A/S Q3 2024 Earnings Call Transcript – 2024-11-12 – US$ 54.00 – Edited Transcript of SCHO.CO earnings conference call or presentation 12-Nov-24 3:00pm GMT

Schouw & Co A/S Q2 2024 Earnings Call Transcript – 2024-08-15 – US$ 54.00 – Edited Transcript of SCHO.CO earnings conference call or presentation 15-Aug-24 1:30pm GMT

Schouw & Co A/S Q3 2023 Earnings Call Transcript – 2023-11-14 – US$ 54.00 – Edited Transcript of SCHO.CO earnings conference call or presentation 14-Nov-23 2:30pm GMT

Schouw & Co A/S Q2 2023 Earnings Call Transcript – 2023-08-15 – US$ 54.00 – Edited Transcript of SCHO.CO earnings conference call or presentation 15-Aug-23 1:30pm GMT

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Thomson StreetEvents. "Schouw & Co A/S Q1 2025 Earnings Call Transcript" May 02, 2025. Alacra Store. May 05, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q1-2025-Schouw-Co-A-S-Earnings-Call-T16354030>
  
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Thomson StreetEvents. (2025). Schouw & Co A/S Q1 2025 Earnings Call Transcript May 02, 2025. New York, NY: Alacra Store. Retrieved May 05, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q1-2025-Schouw-Co-A-S-Earnings-Call-T16354030>
  
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